| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 39 | 141,198 | USRT, IEFA, VTWO, SPLG | 13F-HR | 11/12/2024 | 000161600424000007 |
| Q2 2024 | 80 | 228,307 | UPS, USRT, IEFA, VTWO | 13F-HR | 7/15/2024 | 000161600424000005 |
| Q1 2024 | 84 | 229,884 | UPS, IEFA, USRT, VTWO | 13F-HR | 4/4/2024 | 000161600424000004 |
| Q4 2023 | 85 | 224,480 | UPS, IEFA, USRT, VTWO | 13F-HR | 1/29/2024 | 000161600424000002 |
| Q3 2023 | 80 | 206,023 | UPS, IEFA, USRT, VTWO | 13F-HR | 10/24/2023 | 000161600423000006 |
| Q2 2023 | 78 | 220,210 | UPS, IEFA, VTWO, USRT | 13F-HR | 8/3/2023 | 000161600423000004 |
| Q1 2023 | 79 | 215,634 | UPS, IEFA, SPTI, USRT | 13F-HR | 4/26/2023 | 000161600423000003 |
| Q4 2022 | 79 | 200,789 | UPS, IEFA, USRT, VTWO | 13F-HR | 1/25/2023 | 000161600423000001 |
| Q3 2022 | 74 | 187,578 | UPS, USRT, IEFA, SPTI | 13F-HR | 10/26/2022 | 000161600422000006 |
| Q2 2022 | 72 | 199,993 | UPS, IEFA, USRT, SPTI | 13F-HR | 8/31/2022 | 000161600422000005 |
| Q1 2022 | 72 | 237,826 | UPS, IEFA, USRT, SPTI | 13F-HR | 5/6/2022 | 000161600422000004 |
| Q4 2021 | 76 | 250,836 | UPS, IEFA, USRT, SPLG | 13F-HR | 2/14/2022 | 000161600422000001 |
| Q3 2021 | 87 | 233,780 | UPS, IEFA, VTWO, USRT | 13F-HR | 10/25/2021 | 000161600421000005 |
| Q2 2021 | 90 | 252,564 | UPS, IEFA, VTWO, SPLG | 13F-HR | 8/17/2021 | 000161600421000004 |
| Q1 2021 | 84 | 227,208 | UPS, IEFA, VTWO, SPLG | 13F-HR | 4/29/2021 | 000161600421000003 |
| Q4 2020 | 84 | 216,984 | UPS, IEFA, VTWO, SPLG | 13F-HR | 1/27/2021 | 000161600421000002 |
| Q3 2020 | 75 | 197,124 | UPS, IEFA, VTWO, SPLG | 13F-HR | 11/18/2020 | 000161600420000005 |
| Q2 2020 | 67 | 171,741 | UPS, IEFA, SPTI, SPLG | 13F-HR | 7/30/2020 | 000161600420000004 |
| Q1 2020 | 64 | 149,284 | UPS, IEFA, SPTI, SPLG | 13F-HR | 5/4/2020 | 000161600420000003 |
| Q4 2019 | 80 | 184,261 | UPS, SPSM, SPTI, EFG | 13F-HR | 2/4/2020 | 000161600420000002 |
| Q3 2019 | 74 | 179,821 | UPS, SPTI, EFG, SPSM | 13F-HR | 10/24/2019 | 000161600419000005 |
| Q2 2019 | 76 | 161,681 | UPS, SPTI, EFG, SPSM | 13F-HR | 8/19/2019 | 000161600419000004 |
| Q1 2019 | 78 | 165,849 | UPS, EFV, MPW, EFG | 13F-HR | 5/2/2019 | 000161600419000003 |
| Q4 2018 | 75 | 142,277 | UPS, EFV, EFG, JPST | 13F-HR | 1/24/2019 | 000161600419000002 |
| Q3 2018 | 83 | 162,808 | UPS, EFV, EFG, JPST | 13F-HR | 10/30/2018 | 000161600418000005 |
| Q2 2018 | 78 | 163,291 | UPS, SPIB, VNQ, FR | 13F-HR | 7/26/2018 | 000161600418000004 |
| Q1 2018 | 73 | 161,422 | UPS, SPIB, VNQ, FEZ | 13F-HR | 5/10/2018 | 000161600418000003 |
| Q4 2017 | 68 | 161,947 | UPS, VNQ, BIV, FEZ | 13F-HR | 2/5/2018 | 000161600418000001 |
| Q3 2017 | 69 | 166,688 | UPS, VNQ, TOTL, BIV | 13F-HR | 11/2/2017 | 000161600417000006 |
| Q2 2017 | 72 | 159,234 | UPS, VNQ, TOTL, BIV | 13F-HR | 8/2/2017 | 000161600417000005 |
| Q1 2017 | 69 | 156,849 | UPS, VNQ, TOTL, EFV | 13F-HR | 5/30/2017 | 000161600417000004 |
| Q4 2016 | 66 | 153,937 | UPS, VNQ, TOTL, EFV | 13F-HR | 2/6/2017 | 000161600417000001 |
| Q3 2016 | 68 | 152,620 | UPS, VNQ, BIV, EFV | 13F-HR | 11/3/2016 | 000161600416000010 |
| Q2 2016 | 65 | 149,206 | UPS, VNQ, EFV, SPSB | 13F-HR | 8/18/2016 | 000161600416000009 |
| Q1 2016 | 66 | 147,624 | UPS, VNQ, SPSB, BOND | 13F-HR | 5/17/2016 | 000161600416000008 |
| Q4 2015 | 66 | 143,825 | UPS, VNQ, SPSB, BOND | 13F-HR | 1/25/2016 | 000161600416000006 |
| Q3 2015 | 66 | 140,738 | UPS, VNQ, SPSB, BIV | 13F-HR | 11/9/2015 | 000161600415000005 |
| Q2 2015 | 69 | 147,842 | UPS, VNQ, SPSB, BIV | 13F-HR | 8/7/2015 | 000161600415000004 |
| Q1 2015 | 70 | 149,738 | UPS, VNQ, BIV, SPSB | 13F-HR | 5/13/2015 | 000161600415000003 |
| Q4 2014 | 56 | 109,266 | VNQ, XLU, SPSB, IDV | 13F-HR | 1/22/2015 | 000161600415000001 |